Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.9B
AUM Growth
+$3.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$63.9M
3
+$55.6M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.1M

Top Sells

1
+$52.3M
2
+$45.8M
3
+$30.7M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.8M
5
BND icon
Vanguard Total Bond Market
BND
+$27.2M

Sector Composition

1 Technology 11.87%
2 Financials 5.23%
3 Consumer Discretionary 3.69%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$529K ﹤0.01%
7,445
+112
2502
$528K ﹤0.01%
9,731
+705
2503
$528K ﹤0.01%
9,163
+1,438
2504
$528K ﹤0.01%
9,543
+521
2505
$528K ﹤0.01%
19,346
-850
2506
$526K ﹤0.01%
58,099
-18,573
2507
$526K ﹤0.01%
19,056
-1,824
2508
$526K ﹤0.01%
20,375
-686
2509
$525K ﹤0.01%
25,634
+79
2510
$524K ﹤0.01%
3,340
-741
2511
$524K ﹤0.01%
+9,916
2512
$523K ﹤0.01%
37,938
-43,856
2513
$523K ﹤0.01%
+79,781
2514
$521K ﹤0.01%
6,418
+362
2515
$520K ﹤0.01%
14,476
+67
2516
$519K ﹤0.01%
1,948
-77
2517
$517K ﹤0.01%
31,845
-2,173
2518
$517K ﹤0.01%
1,531
-890
2519
$517K ﹤0.01%
22,121
+5,833
2520
$517K ﹤0.01%
+14,757
2521
$513K ﹤0.01%
4,269
-20
2522
$513K ﹤0.01%
37,483
-166
2523
$513K ﹤0.01%
6,818
-5,587
2524
$513K ﹤0.01%
+20,603
2525
$512K ﹤0.01%
8,000
+700
99 100
101
102 103